Configuring organization-wide sharing

This article is part of the Security & Permissions Guide

Organization-wide sharing limits or opens access to record types across your account. There are two settings for each record type to make it private or public.

To change organization-wide sharing for a record type:

  1. Go to System Settings > Permissions.
  2. Select the Organization-Wide Sharing tab.
  3. Click Edit Sharing Settings.
  4. Select the Public... or Private... options next to the record types you'd like to change.
  5. Click Save Sharing Settings.
Have more questions? Submit a request
Top